To set up Microsoft Dynamics 365 for Outlook on a user’s computer, you need to install the software, and then configure it. This topic describes how to set up and configure Dynamics 365 for Outlook, and also how to enable multi-factor authentication (MFA) through OAuth. Using MFA can help make client authentication more secure, especially for mobile users.

You can add offline capability for the user either during this installation or at a later time.

Tip

If you encounter an issue installing, connecting, or enabling Dynamics 365 for Outlook with your Dynamics 365 (online) organization, use the Microsoft Support and Recovery Assistant to diagnose and fix the issue. You’ll need to sign in to the diagnostics tool with your Dynamics 365 (online) credentials.

On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next.

If the Get Recommended Updates page appears, indicate whether you want to obtain updates through the Microsoft Update program, and then click Next.

Note

Microsoft releases improvements to Dynamics 365 for Outlook as software updates. If you click Get Recommended Updates, those updates will be installed automatically. The exact level of automation, for example, whether any user interaction is required during the installation, is determined by the group policy of your organization.

Click Install Now or Options.

To install Dynamics 365 for Outlook with offline capability, click Options, select Offline Capability on the Customize Installation page, and then click Install Now. Although offline capability lets you run Microsoft Dynamics 365 without a network or Internet connection, it does require the installation of additional technologies and places more demand on your computer’s processor and memory. For more information about the minimum recommended requirements, see Microsoft Dynamics 365 for Outlook hardware requirements.

If you don’t install offline capability at this point, the user will initially have no offline capability. If you click Install Now, the Outlook user can add offline capability later by clicking Go Offline in Outlook.

The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation.

After Dynamics 365 for Outlook is installed, it must be configured. When you restart Outlook after you’ve installed Dynamics 365 for Outlook, the configuration wizard starts automatically.

Note

If you don’t want to configure Dynamics 365 for Outlook immediately after you install it, click Cancel. A Configure Microsoft Dynamics 365 for Outlook button then appears on the Outlook toolbar and will remain there until you configure Dynamics 365 for Outlook.

If the wizard doesn’t start automatically, you can start it as follows: On the Start screen, click Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics 365, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics 365 for Outlook on the Dynamics 365 tab in Outlook.

To connect to an on-premises deployment of Microsoft Dynamics 365, type the discovery-service URL for Microsoft Dynamics 365 in the format https://orgname.contoso.com for Internet-facing deployment (IFD) or http://crmserver:5555 for internal deployments.

Click Connect.

If you are prompted for credentials, select from the following options.

For a Microsoft Dynamics 365 (online) organization, enter your Microsoft Online Services user name and password, and then click OK. This information should have been sent to you in email when your account was added.

For an on-premises deployment of Microsoft Dynamics 365, you may not be prompted because Microsoft Dynamics 365 will use your Active Directory domain credentials.

Click Close.

If you’re a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.

In the Microsoft Dynamics 365 for Outlook Configuration Wizard, System Administrators can enable multi-factor authentication through the OAuth 2.0 Framework. OAuth 2.0 is an open framework for authorization that lets users provide access tokens, instead of credentials, to access data hosted by a given service provider (such as Dynamics 365). Using MFA can help make client authentication more secure, especially for mobile users. Dynamics 365 (online and on-premises) versions of Microsoft Dynamics 365 can take advantage of MFA; Microsoft Dynamics 365 on-premises requires at least Windows Server 2012 R2. Dynamics 365 (online) automatically uses OAuth.

If you have upgraded your authentication server to use OAuth prior to installing Dynamics Dynamics 365 for Outlook, Dynamics Dynamics 365 for Outlook will automatically check for and use OAuth for MFA. Users will see the OAuth sign-in form the first time they use Dynamics Dynamics 365 for Outlook.

If you upgrade your authentication server to use OAuth after rolling out Dynamics Dynamics 365 for Outlook, you have two options to set Dynamics Dynamics 365 for Outlook to use OAuth.

Reconfigure Dynamics 365 for Outlook on all computers. Run the Microsoft Dynamics 365 for Outlook Configuration Wizard and remove and re-add your organization.

-- OR --

Use Group Policy to update the following registration key:

HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient\{orgid}.

Set AuthenticationProvider to 0

After the registry change, Dynamics Dynamics 365 for Outlook will automatically check for and use OAuth for MFA.

In addition

You might need to enable the following AD FS endpoint: /adfs/service/trust/13/windowstransport